We are live on ! Find out more
USMV icon

iShares MSCI USA Min Vol Factor ETF

1,062 hedge funds and large institutions have $20B invested in iShares MSCI USA Min Vol Factor ETF in 2022 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 411 increasing their positions, 415 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

950% more call options, than puts

Call options by funds: $2.23M | Put options by funds: $212K

13% more capital invested

Capital invested by funds: $17.8B → $20B (+$2.24B)

7.07% more ownership

Funds ownership: 68.83%75.89% (+7.1%)

7% more funds holding in top 10

Funds holding in top 10: 138147 (+9)

1% less repeat investments, than reductions

Existing positions increased: 411 | Existing positions reduced: 415

2% less funds holding

Funds holding: 1,0891,062 (-27)

16% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 83

Holders
1,062
Holders Change
-27
Holders Change %
-2.48%
% of All Funds
18.29%
Holding in Top 10
147
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+6.52%
% of All Funds
2.53%
New
70
Increased
411
Reduced
415
Closed
83
Calls
$2.23M
Puts
$212K
Net Calls
+$2.02M
Net Calls Change
+$217K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$2.69B +$1.4B +19,454,269 +91%
RJA
2
Raymond James & Associates
Florida
$2.1B +$278K +3,852 +0%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.65B +$888M +12,316,375 +97%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.26B +$319M +4,418,581 +30%
Morgan Stanley
5
Morgan Stanley
New York
$963M +$35M +485,857 +3%
BlackRock
6
BlackRock
New York
$859M +$138M +1,917,457 +17%
LPL Financial
7
LPL Financial
California
$523M +$24.6M +341,853 +5%
Ameriprise
8
Ameriprise
Minnesota
$329M -$3.43M -47,522 -0.9%
FCBT
9
First Citizens Bank & Trust
North Carolina
$325M +$355M +4,918,128 New
UBS Group
10
UBS Group
Switzerland
$321M -$8.77M -121,674 -2%
Wells Fargo
11
Wells Fargo
California
$316M -$2.8M -38,879 -0.8%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$311M -$1.28M -17,737 -0.4%
Osaic Holdings
13
Osaic Holdings
Arizona
$305M +$148M +2,058,704 +81%
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$255M +$249M +3,450,227 +844%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$255M -$1.04M -14,371 -0.4%
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
$244M +$32.8M +454,577 +14%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$203M -$3.41M -47,227 -2%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$198M +$1.69M +23,435 +0.8%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$197M -$1.18M -16,322 -0.5%
SEI Investments
20
SEI Investments
Pennsylvania
$191M -$1.61M -22,267 -0.8%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$135M -$1.64M -22,693 -1%
BCM
22
Brookstone Capital Management
Illinois
$126M +$14.7M +204,171 +12%
US Bancorp
23
US Bancorp
Minnesota
$124M -$2.44M -33,901 -2%
Allianz Asset Management
24
Allianz Asset Management
Germany
$122M +$38.2M +530,080 +40%
SG Americas Securities
25
SG Americas Securities
New York
$118M +$128M +1,777,918 New

USMV Hedge Fund Activity: Q3 2022 in Review

1,062 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Min Vol Factor ETF (USMV) for Q3 2022, worth a combined $20B — up 13% from $17.8B a quarter earlier.

Sellers outnumbered buyers: 83 funds closed out of USMV and 70 opened new positions — a net loss of 13 holders — while 415 trimmed existing stakes and 411 added.

The largest buyer was Bank of America, adding an estimated $1.4B. The largest seller was Allstate Corporation, cutting an estimated $209M.

  • 1,062 institutional investors held iShares MSCI USA Min Vol Factor ETF (USMV) as of Q3 2022, down from 1,089 in Q2 2022.
  • Funds reported $20B of iShares MSCI USA Min Vol Factor ETF stock for Q3 2022, up 13% quarter-over-quarter.
  • 70 funds opened new iShares MSCI USA Min Vol Factor ETF positions in Q3 2022 and 83 closed out, a net change of -13 holders.
  • The largest iShares MSCI USA Min Vol Factor ETF buyer in Q3 2022 was Bank of America, an estimated $1.4B added.
  • The largest iShares MSCI USA Min Vol Factor ETF seller in Q3 2022 was Allstate Corporation, an estimated $209M sold.

Based on aggregated 13F filings for Q3 2022.